Sellsy integration

CRM and invoicing for SMEs: manage companies, contacts and opportunities, and create draft estimates and invoices. It never validates, sends or collects payment for invoices.

Sales and CRM Accounting and finance2 triggers · 12 actions

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Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “New Company” happens in Sellsy, check the details with AI, then “Create Company” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
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Triggers

Start a workflow when this happens

WHEN
New Company
Triggers when a new company (prospect, client or supplier) is created in Sellsy.
WHEN
New Invoice
Triggers when a new invoice is created in Sellsy.

Actions

Then Calibra can do this for you

DO
Create Company
Creates a company (prospect, client or supplier) in Sellsy, optionally with its address.
DO
Update Company
Updates a Sellsy company. Only the fields you fill in are changed.
DO
Find Companies
Searches Sellsy companies by keyword, exact name, email, VAT number, SIRET, reference or type.
DO
Create Contact
Creates a contact in Sellsy and, optionally, links it to a company.
DO
Update Contact
Updates a Sellsy contact. Only the fields you fill in are changed.
DO
Find Contacts
Searches Sellsy contacts by keyword, email, last name, phone or company.
DO
Create Opportunity
Creates a sales opportunity for a company in a Sellsy pipeline.
DO
Update Opportunity
Updates a Sellsy opportunity: name, status, pipeline step, amount, probability, due date or note. Only the fields you fill in are changed.
DO
Create Draft Estimate
Creates a draft estimate (quote) in Sellsy for a company. It is not sent to the customer.
DO
Create Draft Invoice
Creates a draft invoice in Sellsy for a company. The invoice is not validated, numbered or sent: review it in Sellsy first. No payment is recorded or collected.
DO
List Invoices
Lists Sellsy invoices, newest first, filtered by status, company, number or date range.
DO
Custom Sellsy API Request (read-only)
Makes a GET request to any read endpoint of the Sellsy API v2. It can't create, change, validate, send or pay anything.